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California Water Service

277 hedge funds and large institutions have $2.27B invested in California Water Service in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 98 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $455K | Put options by funds: $409K

0.72% more ownership

Funds ownership: 83.97%84.69% (+0.72%)

1% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 98

8% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 36

2% less funds holding

Funds holding: 284277 (-7)

10% less capital invested

Capital invested by funds: $2.51B → $2.27B (-$243M)

Holders
277
Holders Change
-7
Holders Change %
-2.46%
% of All Funds
3.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
97
Reduced
98
Closed
36
Calls
$455K
Puts
$409K
Net Calls
+$46K
Net Calls Change
-$27K
Name Holding Trade Value Shares
Change
Change in
Stake
FMTC
126
Farmers & Merchants Trust Company
California
$684K
UM
127
UniSuper Management
Australia
$670K +$676K +14,421 New
Empower Advisory Group
128
Empower Advisory Group
Colorado
$657K -$16.2M -344,723 -96%
CWA
129
Canvas Wealth Advisors
Kansas
$643K +$319K +6,797 +88%
VanEck Associates
130
VanEck Associates
New York
$632K +$1.64K +35 +0.3%
Handelsbanken Fonder
131
Handelsbanken Fonder
Sweden
$623K +$111K +2,362 +21%
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$613K +$7.13K +152 +1%
I
133
InceptionR
California
$590K +$595K +12,693 New
Jane Street
134
Jane Street
New York
$571K -$3.52M -75,127 -86%
Cetera Investment Advisers
135
Cetera Investment Advisers
Illinois
$563K +$374K +7,975 +193%
AF
136
Allworth Financial
California
$558K +$28.4K +605 +5%
CYG
137
Clean Yield Group
Vermont
$557K -$42.2K -900 -7%
BGIM
138
Brandywine Global Investment Management
Pennsylvania
$553K +$558K +11,900 New
SFG
139
Sovereign Financial Group
Connecticut
$552K -$32.2K -687 -5%
TI
140
Tidal Investments
Wisconsin
$535K +$540K +11,515 New
Commonwealth Equity Services
141
Commonwealth Equity Services
Massachusetts
$535K +$78.5K +1,674 +17%
TIS
142
Tortoise Index Solutions
Kansas
$526K -$6K -128 -1%
CCM
143
Cullen Capital Management
New York
$514K +$190K +4,062 +58%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$508K -$141K -3,005 -22%
CFD
145
Creative Financial Designs
Indiana
$505K +$90.3K +1,926 +22%
Pathstone Holdings
146
Pathstone Holdings
New Jersey
$499K -$6.05K -129 -1%
Cerity Partners
147
Cerity Partners
New York
$486K +$119K +2,536 +32%
MOACM
148
Mutual of America Capital Management
New York
$462K -$7.41K -158 -2%
GAA
149
Green Alpha Advisors
Colorado
$460K -$1.41K -30 -0.3%
DADC
150
D.A. Davidson & Co
Montana
$457K -$4.64K -99 -1%